Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,366 institutions that hold shares in the stock, with a total of 3.6 Billion shares, which have been reported (via 13F filing form) to have a value of $91.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
14,423
shares
|
$365,623
0.06% of portfolio
|
Q1 2025
Reduced 39.02%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
14,418
shares
|
$365,496
0.04% of portfolio
|
Q4 2023
Reduced 0.92%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,329
shares
|
$363,240
0.24% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
14,325
shares
|
$363,138
0.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
14,309
shares
|
$362,733
0.11% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
14,279
shares
|
$361,972
0.12% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
14,263
shares
|
$361,567
0.07% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
14,226
shares
|
$360,629
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
14,151
shares
|
$358,727
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
14,110
shares
|
$357,688
0.28% of portfolio
|
Q2 2023
Added 1.55%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
14,095
shares
|
$357,308
0.05% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
14,062
shares
|
$356,471
0.18% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
14,061
shares
|
$356,446
0.11% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
14,038
shares
|
$355,863
0.03% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
14,023
shares
|
$355,483
0.16% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
14,000
shares
|
$354,900
0.07% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
13,991
shares
|
$354,671
0.09% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
13,966
shares
|
$354,038
0.06% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
13,946
shares
|
$353,531
0.05% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
13,945
shares
|
$353,505
0.17% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
13,941
shares
|
$353,404
0.12% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
13,921
shares
|
$352,897
0.04% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
13,908
shares
|
$352,567
0.31% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
13,881
shares
|
$351,883
0.03% of portfolio
|
Q1 2023
Added 64.51%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
13,860
shares
|
$351,351
0.02% of portfolio
|
Q1 2025
Added 3.03%
|